Finance Score: 1

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

Good trustee age range: +3

No supporters identified

Overall GiG Score: 4

THE STONYHURST FOUNDATION

The Stonyhurst Foundation provides financial support for scholarships, bursaries, grants, loans, prizes, maintenance allowances or other financial assistance to pupils and prospective pupils of Stonyhurst; and the provision of any other financial support for Stonyhurst, or the current or prospective pupils of Stonyhurst, as the trustees in their absolute discretion shall think fit.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,004,734 available, equivalent to 89 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/22	£2,130	£810	£1,320	£10	£8,361	£6,005	89	1
31/08/21	£2,335	£571	£1,764	£41	£6,884	£4,733	99.4	1
31/08/20	£3,932	£425	£3,507	£87	£3,891	£2,350	66.3	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 1.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 89 months
Net Current Assets/Spending: 1 months
Quick Ratio: 3.8

Asset Split ?

Established: 4 years

www.stonyhurstfoundation.org

manager@stonyhurstfoundation.com

01254827276

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Lancashire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-83

CHRISTINE MARGARET KUENEN Appointed: 2019

DESIREE JEBSEN Appointed: 2021, Occupation: Director

FR CHRISTOPHER CANN Appointed: 2022, Occupation: Headmaster

CATHERINE MARY ELIZABETH CARNEGIE Appointed: 2020, Occupation: Lawyer

EUGENE RICHARD NEALON (Chair) Appointed: 2019, Occupation: Ceo And Managing Director

FATHER KEITH PATRICK MCMILLAN SJ Appointed: 2019, Other trusteeships: SOCIETY OF JESUS TRUST OF 1929 FOR ROMAN CATHOLIC PURPOSES, HEYTHROP INSTITUTE, JESUITS IN BRITAIN CIO,

FREDERICK TERENCE HOLT Appointed: 2020, Occupation: Chartered Surveyor

IAN ANTHONY MURPHY Appointed: 2020, Occupation: Headmaster

JOHN BROWNE Appointed: 2019, Occupation: Headteacher

MICHAEL ALLENBY JOSEPH Appointed: 2019, Occupation: None Supplied

RICHARD JOHN SAUNDERS Appointed: 2019, Occupation: Investment Consultant

WINTON DE ST JOHN-PRYCE Appointed: 2020, Occupation: Managing Director

Legal constitution

Charitable company registered in England & Wales on 17/12/2019, number: 1186994
Registered at Companies House on 31/07/2019, number: 12132113

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

3 returns made; all on time

Main office

STONYHURST COLLEGE
STONYHURST
CLITHEROE
BB7 9PZ

Objectives

5.1 THE OBJECTS OF THE CHARITY ARE THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT IN ANY OR ALL OF THE FOLLOWING WAYS:5.1.1 THE PROVISION OF FINANCIAL SUPPORT FOR SCHOLARSHIPS, BURSARIES, GRANTS, LOANS, PRIZES, MAINTENANCE ALLOWANCES OR OTHER FINANCIAL ASSISTANCE TO PUPILS AND PROSPECTIVE PUPILS OF STONYHURST; AND5.1.2 THE PROVISION OF ANY OTHER FINANCIAL SUPPORT FOR STONYHURST, OR THE CURRENT OR PROSPECTIVE PUPILS OF STONYHURST, AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT. 5.2 NOTHING IN THESE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE CHARITY'S PROPERTY FOR PURPOSES THAT ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources